Token Unlocks Erode Market Confidence, Dragonfly VC Warns
Qureshi points to strategic investors selling every batch across a four-year vesting schedule, a pattern that scares off secondary buyers and can lock a token into a down-only trajectory.
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Qureshi points to strategic investors selling every batch across a four-year vesting schedule, a pattern that scares off secondary buyers and can lock a token into a down-only trajectory.
Incidents are up but median loss per hack keeps falling, signalling attackers are shifting toward smaller or abandoned protocols while larger venues harden against AI-enabled exploits.
For Voorhees' crypto-AI bet, the structure is the story: investors bought equity, VVV tokens, and warrants, signaling that VVV is being priced as a long-dated bet on private inference, not a typical…
Qureshi's read isolates the real exposure: nearly all ZEC market liquidity is transparent, so a shielded-pool counterfeiting bug would have been nearly impossible to cash out at scale.
Dragonfly led the Series A with Bain Capital Crypto and Coinbase Ventures joining, as Variational pushes past $200B in lifetime volume and launches perpetual futures on gold, silver, copper and WTI…
Variational, an Arbitrum-based derivatives venue, has closed a $50 million Series A round led by Dragonfly Capital…